Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,493
-3.7%
2560.0%0.00%0.0%
Q2 2023$19,200
-61.6%
256
-58.3%
0.00%
-60.0%
Q2 2021$50,000
+4.2%
614
+0.2%
0.01%0.0%
Q1 2021$48,000
+9.1%
6130.0%0.01%0.0%
Q4 2020$44,000
+18.9%
613
+300.7%
0.01%
+25.0%
Q3 2020$37,000
+8.8%
153
+0.7%
0.00%0.0%
Q2 2020$34,000
+25.9%
1520.0%0.00%0.0%
Q1 2020$27,000
-25.0%
1520.0%0.00%0.0%
Q4 2019$36,000
+5.9%
152
+0.7%
0.00%0.0%
Q3 2019$34,0000.0%151
+0.7%
0.00%0.0%
Q2 2019$34,0000.0%1500.0%0.00%
-20.0%
Q1 2019$34,000
+9.7%
1500.0%0.01%0.0%
Q4 2018$31,000
-3.1%
150
+0.7%
0.01%
-16.7%
Q3 2018$32,000
-5.9%
1490.0%0.01%
+20.0%
Q2 2018$34,000
+3.0%
1490.0%0.01%0.0%
Q1 2018$33,000
-2.9%
1490.0%0.01%0.0%
Q4 2017$34,000
+9.7%
1490.0%0.01%0.0%
Q3 2017$31,000
+3.3%
1490.0%0.01%0.0%
Q2 2017$30,000
+7.1%
1490.0%0.01%0.0%
Q1 2017$28,0000.0%1490.0%0.01%
-16.7%
Q4 2016$28,000
+833.3%
149
+473.1%
0.01%
+500.0%
Q2 2013$3,000260.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders